Sunoco LP
SUN- Exchange
- NYSE
- Industry
- Petroleum Refining
- SEC CIK
- 0001552275
No open-market purchases or sales by Sunoco LP insiders were filed in the last 90 days; 304 institutions reported holding it in 13F filings for Q2 2026, worth $4.51B in total; no superinvestor holds it.
13F holders, Q3 2022
Institutional positions in Sunoco LP as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 169
- +2 vs. Q2 2022
- Shares held
- 16.4M
- −560.9K (−3.3%) vs. Q2 2022
- Total value
- $641.0M
- +$7.56M (+1.2%) vs. Q2 2022
- New holders
- 20
- 53 more added
- Sold out
- 18
- 40 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SUN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 304 | $4.51B |
| Q1 2026 | 297 | $4.39B |
| Q4 2025 | 276 | $3.48B |
| Q3 2025 | 274 | $3.22B |
| Q2 2025 | 282 | $3.41B |
| Q1 2025 | 293 | $3.57B |
| Q4 2024 | 270 | $3.12B |
| Q3 2024 | 276 | $3.13B |
| Q2 2024 | 275 | $3.31B |
| Q1 2024 | 211 | $1.27B |
| Q4 2023 | 211 | $1.47B |
| Q3 2023 | 188 | $950.1M |
| Q2 2023 | 189 | $781.1M |
| Q1 2023 | 182 | $793.1M |
| Q4 2022 | 179 | $757.6M |
| Q3 2022 | 169 | $641.0M |
| Q2 2022 | 168 | $635.0M |
| Q1 2022 | 170 | $714.4M |
| Q4 2021 | 161 | $714.3M |
| Q3 2021 | 146 | $673.1M |
| Q2 2021 | 148 | $714.8M |
| Q1 2021 | 134 | $672.2M |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding Sunoco LP; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 2 | $0 | 0.00% | +1+100.0% | Added |
| PFG Private Wealth Management, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 2 | $0 | 0.00% | +2 | New |
| Kelly Financial Services LLC | 12 | $487 | 0.00% | 00.0% | Unchanged |
| Rudius Management LP | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 50 | $1.95K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 113 | $4.00K | 0.00% | +2+1.8% | Added |
| SRS Capital Advisors, Inc. | 125 | $5.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 135 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 165 | $6.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 194 | $7.00K | 0.00% | −4,264−95.6% | Reduced |
| Worth Asset Management, LLC | 191 | $7.00K | 0.01% | −355−65.0% | Reduced |
| Ellis Investment Partners, LLC | 199 | $7.00K | 0.00% | +4+2.1% | Added |
| FourThought Financial, LLC | 186 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 226 | $8.00K | 0.00% | +4+1.8% | Added |
| Byrne Asset Management LLC | 200 | $8.00K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 200 | $8.00K | 0.00% | +200 | New |
| Harbour Investments, Inc. | 385 | $14.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 450 | $18.0K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 452 | $18.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 500 | $19.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 478 | $19.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 500 | $19.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 750 | $20.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 510 | $20.0K | 0.01% | +510 | New |
| Gradient Investments LLC | 600 | $23.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 650 | $25.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 750 | $29.0K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,000 | $39.0K | 0.02% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 1,000 | $39.0K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 1,037 | $40.0K | 0.00% | −1,375−57.0% | Reduced |
| Focused Wealth Management, Inc | 1,021 | $40.0K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,205 | $47.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 1,350 | $53.0K | 0.04% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,400 | $54.6K | 0.01% | 00.0% | Unchanged |
| Credit Suisse AG | 1,888 | $74.0K | 0.00% | −3,918−67.5% | Reduced |
| Hudock, Inc. | 1,981 | $77.0K | 0.03% | +41+2.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,000 | $78.0K | 0.06% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2,024 | $79.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,470 | $96.0K | 0.05% | +152+6.6% | Added |
| Parallel Advisors, LLC | 2,639 | $103.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,770 | $108.0K | 0.06% | +11+0.4% | Added |
| US Bancorp | 3,500 | $136.0K | 0.00% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 4,530 | $177.0K | 0.08% | +4,530 | New |
| American Portfolios Advisors | 4,600 | $179.3K | 0.01% | −209−4.3% | Reduced |
| Boston Private Wealth LLC | 5,226 | $204.0K | 0.00% | +5,226 | New |
| Walleye Trading LLC | 5,270 | $205.0K | 0.01% | +1,929+57.7% | Added |
| Arrow Investment Advisors, LLC | 5,364 | $209.0K | 0.16% | −429−7.4% | Reduced |
| Truist Financial Corp | 5,421 | $211.0K | 0.00% | −2,173−28.6% | Reduced |
| Mariner, LLC | 5,507 | $215.0K | 0.00% | +5,507 | New |
| Federation des caisses Desjardins du Quebec | 5,565 | $216.9K | 0.00% | +365+7.0% | Added |
| Guggenheim Capital LLC | 5,584 | $218.0K | 0.00% | −166−2.9% | Reduced |
| SeaCrest Wealth Management, LLC | 5,642 | $220.0K | 0.03% | −1,111−16.5% | Reduced |
| Stratos Wealth Partners, LTD. | 5,761 | $225.0K | 0.01% | −1,239−17.7% | Reduced |
| Wealthcare Advisory Partners LLC | 5,781 | $225.0K | 0.01% | +5,781 | New |
| Perigon Wealth Management, LLC | 5,801 | $226.0K | 0.02% | −5,000−46.3% | Reduced |
| Mutual Advisors, LLC | 5,899 | $230.0K | 0.01% | +21+0.4% | Added |
| Mercer Global Advisors Inc | 6,034 | $235.0K | 0.00% | +6,034 | New |
| Salient Capital Advisors, LLC | 6,024 | $235.0K | 0.01% | +6,024 | New |
| Victory Capital Management Inc | 6,087 | $237.0K | 0.00% | +6,087 | New |
| Americana Partners, LLC | 6,201 | $241.0K | 0.04% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 6,333 | $247.0K | 0.03% | +6,333 | New |
| Jaffetilchin Investment Partners, LLC | 6,441 | $251.0K | 0.03% | +30+0.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 6,969 | $272.0K | 0.07% | +75+1.1% | Added |
| Security National Bank of Sioux City Iowa | 7,000 | $273.0K | 0.24% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 7,019 | $274.0K | 0.00% | +7,019 | New |
| Gladstone Institutional Advisory LLC | 7,050 | $275.0K | 0.02% | +7,050 | New |
| GWM Advisors LLC | 7,074 | $276.0K | 0.00% | +168+2.4% | Added |
| Independent Advisor Alliance | 7,496 | $292.0K | 0.02% | −2,999−28.6% | Reduced |
| Ameliora Wealth Management Ltd. | 7,520 | $294.0K | 0.16% | +7,520 | New |
| Spreng Capital Management, Inc. | 7,600 | $296.0K | 0.26% | 00.0% | Unchanged |
| Lido Advisors, LLC | 7,690 | $299.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 7,958 | $310.0K | 0.02% | +247+3.2% | Added |
| Tradition Wealth Management, LLC | 8,585 | $335.0K | 0.05% | +59+0.7% | Added |
| Two Sigma Securities, LLC | 8,660 | $337.0K | 0.05% | +2,695+45.2% | Added |
| Davidson Trust Co | 9,000 | $351.0K | 0.34% | −1,300−12.6% | Reduced |
| Wedbush Securities Inc | 9,132 | $356.0K | 0.02% | +6+0.1% | Added |
| Great Valley Advisor Group, Inc. | 9,413 | $367.0K | 0.02% | +1,047+12.5% | Added |
| Good Life Advisors, LLC | 9,600 | $374.0K | 0.06% | +575+6.4% | Added |
| Anchor Investment Management, LLC | 9,978 | $388.8K | 0.06% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 10,099 | $394.0K | 0.08% | −3,300−24.6% | Reduced |
| BNP Paribas Arbitrage, SA | 10,483 | $408.5K | 0.00% | +3,930+60.0% | Added |
| IPG Investment Advisors LLC | 10,490 | $408.8K | 0.11% | +200+1.9% | Added |
| Baldwin Brothers Inc | 10,500 | $409.0K | 0.06% | 00.0% | Unchanged |
| Barr E S & Co | 10,525 | $410.0K | 0.04% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 10,521 | $410.0K | 0.07% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 10,650 | $415.0K | 0.03% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 11,168 | $435.0K | 0.01% | −11,089−49.8% | Reduced |
| Brookstone Capital Management | 11,354 | $444.0K | 0.01% | −1,779−13.5% | Reduced |
| WealthPlan Investment Management, LLC | 10,426 | $453.0K | 0.03% | +10,426 | New |
| National Asset Management, Inc. | 11,857 | $463.0K | 0.01% | +47+0.4% | Added |
| Hudson Valley Investment Advisors Inc | 12,000 | $468.0K | 0.08% | 00.0% | Unchanged |
| PSI Advisors, LLC | 12,231 | $477.0K | 0.25% | −975−7.4% | Reduced |
| Ameriprise Financial Inc | 12,406 | $484.0K | 0.00% | +386+3.2% | Added |
| Stifel Financial Corp | 12,670 | $494.0K | 0.00% | +714+6.0% | Added |
| EP Wealth Advisors, LLC | 12,784 | $498.0K | 0.01% | +6,850+115.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 12,819 | $500.0K | 0.00% | +318+2.5% | Added |